Method Community

Boyd- Thanks for the info Steven- Can you to Customize > Users edit the users having this issue and ensure that for step 5 that you have atleast one role checked. -Michael  

Debbie, Another option is to take a look at the actions used on the Standard Invoice screen when selecting a customer and apply those same types of actions to the Job of drop down. -Michael

Innovative, I am glad to hear that. The issue was with how grids were treated when being filtered by a field from the screen (In your case a drop down). -Michael

Hi m.ball, First you would need to add the Preferred Vendor as a linked field into the BillLineItem table using Item, once that is done you should be able to filter the Item drop down in the grid by Preferred Vendor based on the user that is logged in. -Michael

 Hi, I am new to method, I want to know how to transfer the data to quickbox. I have one section payroll, in that i can give the credit card details, After that i have a button validateCardDetails. If i click this button, i need to transfer this credit card data to quickbox to validate that card details like that card is having the ...

 Michael,   Yes and yes, it is step 5 and in each case it solved the problem for us.   Boyd

Hi Debbie  This task is not difficult but a bit laborious.  You'll need to add a new button to your customer list screen that first copies all of the individual field values to individual variables (action or shared results) then you'll need to clear the screen for a new entry then enter all of the field values back onto the ...

works now   please advise of what it was   thks

I am trying to filter the item list on a vendor bill to just reflect the vendor that is logged in, which is also the Preferred Vendor on the Service Item list.  Any ideas?  I've been able to filter the Vendor list to only be the the vendor logged in, and I was able to filter the bills seen to only be the vendor logged in, but I ...

I'm new to Method and can't seem to figure out how to copy the information (such as address, contact, etc) from an existing customer to a new customer.  I am trying to create new jobs for a customer and all of the contact information is the same, so I don't want to re-enter it.